Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Nov. 20, 202320 Nov 2023

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches.

  • Standing Apart: Investing with Conviction for the Long Term
    Adam Mushaweh, Loomis, Sayles & Company
    Video | Summary
  • Quality Counts: Why Canadian Small Caps Are Still Compelling
    Steven Kim, QV Investors
    Video | Summary
  • Income-Focused Investing: An All-Weather Formula for the Long Term
    Dan Bastasic & Dan Rohinton, iA Global Asset Management
    Video | Summary
  • Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
    Eileen Riley, Loomis, Sayles & Company
    Video | Summary
  • Keynote: Five Industry Trends Reshaping Financial Advice
    Michael Kitces, Kitces.com
    Video | Summary

Cash Isn't King; Active Insights for Long-Term Wealth Creation

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